01. First login, account settings and your workspace
Start with account settings and your workspace. Follow 18 short lessons from purchased materials to production, inventory, compliance and PIF.
02. Add suppliers and the exact raw materials you buy
An Ingredient describes a raw-material grade. A supplier describes where it comes from. The physical delivery and its stock will…
03. Record deliveries, raw-material lots and opening stock
Now connect catalogue records to physical material. Two deliveries of the same Ingredient can have different lot numbers, prices, expiry…
04. Build a 100% formula and save a reproducible version
A working Formula is where you develop composition and process requirements. A saved Formula Version preserves the reference you will…
05. Define packaging, the sellable Product and Product Version 1
The Formula defines composition. The Product adds commercial identity, declared amount and packaging. A Product Version freezes those choices and…
06. Produce the pilot: actual lots, filling, costs and inventory
Use a Batch for one production run. It records the exact Product/Formula version, physical lots, actual quantities, equipment and packing…
07. Organise supporting documents and work through the PIF gaps
The PIF workflow belongs to a controlled Product. It collects product information, reusable ingredient evaluations, supporting documents and generated document…
08. Trace the finished batch and establish your daily routine
Finish the setup by proving you can find the record again. A useful workspace connects the finished Batch back to…
09. Search Raw materials and CosIng before choosing an ingredient
Find the right reference, then verify the exact supplier grade.
10. Read ingredient and formula compliance findings
Review identity, market, concentration and uncertainty together.